Finn Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Finn Wealth Management LLC is an independent wealth management firm that provides discretionary investment management and goals- and cash-flow-based financial planning to individuals (including higher‑net‑worth households), trusts, businesses, and nonprofit organizations. The firm operates as a solo adviser and reported approximately $13.5 million in assets under management as of 12/31/2025.
Investment decisions are informed by a mix of fundamental, strategic, technical and memetic analysis, and the firm generally favors a long‑term approach while offering more active, shorter‑term strategies when appropriate. Portfolios may be managed directly or implemented through third‑party managers and model portfolios provided by custodians; available investments include stocks, bonds, ETFs, mutual funds, structured products and covered‑call option strategies.
Compared with many single‑advisor independents, the brochure highlights the firm’s use of derivative‑linked instruments (structured products and covered calls) and its routine access to model marketplaces (Altruist’s Model Marketplace and Schwab’s iRebal) to implement client solutions. The adviser also discloses credentials and planning expertise in philanthropy and private wealth (e.g., CAP and CPWA designations) and serves corporate and nonprofit clients in addition to individual households, a client mix that is less common among peers of its size.
Client services
Expertise
Fee options
<$100,000 - $99,999: 2.00% $100,000 - $149,999: 1.75% $150,000 - $199,999: 1.50% $200,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.70% $2,000,000 - $2,999,999: 0.60% $3,000,000 - $4,999,999: 0.50% $5,000,000 - $7,499,999: 0.40% $7,500,000 - $9,999,999: 0.35% $10,000,000+: Customized
Account minimum: $100,000 (waivable at discretion)
Main office
8601 N Division Street, Suite C
Spokane WA 99208
Advisors at this office
1
Most active in
Alaska · Idaho · North Carolina · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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